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HANSA 02-2021

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Shipbuilding & Design

Shipbuilding & Design 2019 2020 % +/- 1. Contracting by Vessel Sector Tankers (m dwt) 26.1 24.0 -8.2% Bulkers (m dwt) 32.0 13.5 -57.7% Containerships (‹000 TEU) 767.3 892.9 16.4% Gas Carriers (m cu.m.) 12.1 10.9 -9.8% Offshore (No.) 65.0 37.0 -43.1% Other (No.) 300 120 -60.0% Total (m dwt) 76.0 53.9 -29.2% Total (No.) 1,245 738 -40.7% 2. Contracting by Builder Country, m CGT China 9.8 7.9 -19.4% South Korea 9.8 8.2 -16.5% Japan 5.0 1.4 -72.7% Europe 3.6 1.3 -64.1% Global Total 29.1 19.2 -33.9% % Alternative Fuels (GT) 23% 31% 3. Orderbook by Vessel Sector, m dwt, end year Tankers 55.0 54.7 -0.5% Bulkers 91.7 55.8 -39.1% Containerships 26.3 25.0 -4.7% Gas Carriers 15.7 17.2 9.7% Offshore 3.9 3.6 -8.0% Other 4.4 4.1 -8.2% Total 197.0 160.5 -18.5% % Alternative Fuels (GT) 21% 29% 4. Output by Builder Country, m CGT China 11.7 10.7 -8.6% South Korea 9.6 8.8 -7.8% Japan 8.2 6.2 -24.1% Europe 2.6 1.9 -27.8% Global Total 33.6 28.7 -14.7% 5. Number Of Yards To Take An Order Vessels of 1,000+ GT 223 125 -43.9% Vessels of 20,000+ dwt 79 56 -29.1% 6. Number Of ‹Active› Yards, end year (at least one vessel on order) Vessels of 1,000+ GT 417 358 -14.1% Vessels of 20,000+ dwt 127 118 -7.1% © Clarksons Global orders dropped by a third Clarksons’ Stephen Gordon writes in a recent market analysis that shipbuilding orders dropped by a third over the course of 2020. Nevertheless, »a flurry of orders« at the end of the year contributed to the »most active quarter since early 2018«. According to Clarksons data, global production slipped to its lowest levels in 15 years but, at still over 85% of 2019 levels, yards showed good resilience given Covid-19 challenges and continued consolidation. Reflecting the Green Transition, alternative fuel orders increased to 29% of the orderbook. Overall output fell to 28.7 mill. CGT, down 15% y-o- y to its lowest level since 2005 and to 50% of the 2010 production peak. New orders fell by around a third by tonnage, as economic and eco technology uncertainty impacted, and 47% in value terms (the high value cruise market stalled), to 19.2 mill. CGT, 53.9 mill. dwt and 42.4 bn $. According to More recently, the European Union has rediscovered this strategic dimension, as reflected in recent official documents, for instance with the recognition of the role of shipyards and maritime equipment industry in the twin green/digital transition or with an explicit reference to the sector in the context of the White Paper on levelling the playing field as regards foreign distortions in the EU. So far, this recognition has not yet led to the adoption of any sector-specific policies or instruments in support of local shipyards and maritime equipment manufacturers. But for the first time in many years, the potential for policy actions seems to be present now. This brings hope that there may be light at the end of the tunnel. At the same time – and with the support of adequate policies – there is still the perspective of a bright future for Europe, in particular with the decarbonization and digitalization of waterborne transport or the opportunities arising from the Blue Economy. Author: Christophe Tytgat, Secretary General, SEA Europe www.tsi.eu.com For all your turbocharger service and parts needs Please contact us 24/7 Group Head Office +44 23 8086 1000 Parts Enquiries sales@tsi.eu.com Service Enquiries service@tsi.eu.com 48 HANSA – International Maritime Journal 02 | 2021

Shipbuilding & Design Gordon, the fourth quarter was the most active since Q1 2018, with a number of high profile large projects an- nounced, kept order levels well above the 2016 low of 14 mill. CGT / 30 mill. dwt. Bulk carrier ordering fell by ~50% but tanker, gas and container activity held up much better, especially by tonnage rather than numbers, reflecting a focus on larger vessels and project business. Shipyards in China retained their output lead in 2020 with a 37% market share by CGT, followed by Korea (31%), Japan (22%, down from 25%) and Europe (7%, down from 8% as European cruise deliveries dropped 33% y-o-y). Korean yards did successfully win most orders, taking 43% of contracts by CGT compared to 41% for China. »Newbuild pricing dropped around 5% over the year but of more concern for yards was the shorten ing orderbook, which fell by 19% / 13% to160.5 mill. dwt/70.9 mill. CGT. As a % of the fleet, this orderbook is now at its lowest level for 31 years (7%),« Gordon writes in his analysis. On a global level, forward cover (orderbook / annual output) is 2.5 years but is now much shorter in Japan. Shipyard consolidation continued with the number of active yards falling to 358 (-14%) for all yards and to 118 (-7%) for yards building vessels over 20k dwt. At the shipbuilding peak, there were 322 active yards (>20k dwt). Clarksons’ data also shows an increasing array of Energy Saving Technologies (ESTs) being added to newbuild designs. Gordon also sees this trend for retrofits and expects this may prompt more repair yard demand (especially with IMO 2030 short term measures). »Despite the current technology uncertainty, with the increas ing focus on GHG emissions reduction, our projections suggest strong future fleet renewal requirements. After a year of Covid-19 operational challenges and a first half order ›drought‹, the associated opportunities for yards and suppliers around the green transition may be a good place to end this review,« says Gordon. Reparatur von Propellerausrüstung und Ruderanordnungen Komplette Reparaturlösungen einschließlich Endbearbeitung und Montage vor Ort Kaltausrichtung von Propellerwellen und Ruderschäfte Klassengenehmigte Reparaturen - Rund um die Uhr erreichbar MarineShaft A/S 9850 Hirtshals Denmark info@marineshaft.com Halvside Feb. 2021_TYSK.indd 1 18-01-2021 14:23:14 HANSA – International Maritime Journal 02 | 2021 49

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